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Portfolio (Quarterly) Guide ↗

Qube Research & Technologies Ltd

· CIK 0001729829
13F Portfolio $89.9B AUM 3,481 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 648 New 1223 Added 1545 Reduced 801 Exited
Page 42 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 203,699.0 $2.8M 0.00% -282K -58.0% $13.85 -10.0%
822 IMO IMPERIAL OIL LTD Energy 21,490.0 $2.8M 0.00% -9K -28.8% $130.86 +3.6%
823 FIX COMFORT SYS USA INC Industrials 2,013.0 $2.8M 0.00% -81K -97.6% $1378.99 +34.9%
824 TAC TRANSALTA CORP Utilities 211,875.0 $2.8M 0.00% -215K -50.3% $13.10 -0.5%
825 WB WEIBO CORP Communication Services 315,993.0 $2.8M 0.00% -419K -57.0% $8.75 -5.8%
826 DXC DXC TECHNOLOGY CO Technology 219,877.0 $2.8M 0.00% -882K -80.0% $12.57 -27.6%
827 BYD BOYD GAMING CORP Consumer Cyclical 33,561.0 $2.8M 0.00% -230K -87.2% $82.18 -4.1%
828 NUE PUT NUCOR CORP Basic Materials 16,300.0 $2.8M 0.00% -13K -43.6% $169.10 +32.3%
829 AMT AMERICAN TOWER CORP Real Estate 15,921.0 $2.7M 0.00% -539K -97.1% $172.58 +5.4%
830 KMX PUT CARMAX INC Consumer Cyclical 66,000.0 $2.7M 0.00% -43K -39.6% $41.58 -10.3%
831 JANX JANUX THERAPEUTICS INC Healthcare 197,145.0 $2.7M 0.00% -19K -8.7% $13.90 +3.0%
832 OTEX OPEN TEXT CORP Technology 122,811.0 $2.7M 0.00% -61K -33.0% $22.24 +2.1%
833 LEN CALL LENNAR CORP Consumer Cyclical 31,400.0 $2.7M 0.00% -37K -54.0% $86.84 -1.1%
834 VFLO VICTORY PORTFOLIOS II 68,775.0 $2.7M 0.00% -59K -46.1% $39.48 +8.6%
835 BLDR BUILDERS FIRSTSOURCE INC Industrials 32,935.0 $2.7M 0.00% -233K -87.6% $82.33 -16.0%
836 OKTA CALL OKTA INC Technology 34,400.0 $2.7M 0.00% -88K -71.8% $78.71 +10.6%
837 CBL CBL & ASSOC PPTYS INC Real Estate 70,121.0 $2.7M 0.00% -29K -29.3% $38.43 +21.8%
838 U PUT UNITY SOFTWARE INC Technology 122,300.0 $2.7M 0.00% -47K -27.9% $21.94 +20.2%
839 EXPE CALL EXPEDIA GROUP INC Consumer Cyclical 11,600.0 $2.7M 0.00% -2K -12.1% $230.89 -6.4%
840 SE PUT SEA LTD Consumer Cyclical 32,200.0 $2.7M 0.00% -7K -17.9% $82.81 +4.9%
Page 42 of 78  ·  1,545 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.1%
Financial Services 17.7%
Industrials 15.4%
Healthcare 10.8%
Consumer Cyclical 10.2%
Communication Services 5.6%
Energy 5.5%
Basic Materials 4.5%
Consumer Defensive 4.1%
Utilities 3.9%